Panoramic Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Panoramic Investment Advisors’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$420K	Sell	2,799 -106	-4%	-$17.2K	0.2%	84
2026 Q1	$503K	Buy	2,905 +14	+0.5%	+$2.12K	0.27%	77
2025 Q4	$364K	Buy	2,891 +20	+0.7%	+$2.51K	0.2%	85
2025 Q3	$361K	Buy	2,871 +18	+0.6%	+$2.22K	0.2%	83
2025 Q2	$340K	Buy	2,853 +19	+0.7%	+$2.21K	0.21%	84
2025 Q1	$368K	Buy	2,834 +18	+0.6%	+$2.27K	0.25%	78
2024 Q4	$342K	Buy	2,816 +39	+1%	+$4.97K	0.22%	79
2024 Q3	$340K	Buy	+2,777	New	+$347K	0.24%	85
2024 Q1	$374K	Buy	2,837 +21	+0.7%	+$2.52K	0.28%	74
2023 Q4	$330K	Sell	2,816 -365	-11%	-$43.8K	0.29%	70
2023 Q3	$403K	Buy	+3,181	New	+$389K	0.37%	62
2022 Q4	$380K	Buy	+3,132	New	+$381K	0.39%	60

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Panoramic Investment Advisors's VDE Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 3.6% in Q2 2026, selling an estimated $17.2K and leaving 2,799 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #84.

Panoramic Investment Advisors first reported a position in VDE in Q4 2022 and has held it in 12 quarters since. The position peaked at $503K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Panoramic Investment Advisors held 2,799 shares of Vanguard Energy ETF worth $420K as of Q2 2026.
Panoramic Investment Advisors sold 106 Vanguard Energy ETF shares in Q2 2026, an estimated $17.2K.
Vanguard Energy ETF made up 0.2% of Panoramic Investment Advisors's portfolio in Q2 2026, its #84 holding.
Panoramic Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's Vanguard Energy ETF position peaked at $503K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.